SAINT LEO UNIVERSITY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LEO UNIVERSITY INC (EIN 59-1237047)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-11
- IRS object ID
- 201120429349300937
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-11T16:32:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591237047 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Leo University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 3525888215 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33701 State Road 52 | AddressLine1 |
| Address Line2 | Post Office Box 6665 | AddressLine2 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 335746665 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank Mezzanini | Name |
| Title | CFO | Title |
| Phone | 3525888215 | Phone |
| Date Signed | 2011-02-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048174977 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Arthur F Kirk Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6665 | AddressLine1 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 33574 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 138531710 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.saintleo.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Saint Leo University is a Catholic, liberal arts-based university serving people of all faiths. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2483 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 10958 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1791278 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6164539 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 113722572 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 125767235 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -933600 | InvestmentIncomePriorYear |
| Investment Income Current Year | 598566 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2061220 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2569050 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 116641470 | TotalRevenuePriorYear |
| Total Revenue Current Year | 135099390 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11011038 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12763668 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 50800942 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 54155277 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2404739 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48509140 | OtherExpensePriorYear |
| Other Expenses Current Year | 53549499 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 110321120 | TotalExpensesPriorYear |
| Total Expenses Current Year | 120468444 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6320350 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14630946 | RevenuesLessExpensesCY |
| Total Assets BOY | 111910780 | TotalAssetsBOY |
| Total Assets EOY | 125314523 | TotalAssetsEOY |
| Total Liabilities BOY | 44332497 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42851153 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67578283 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 82463370 | NetAssetsOrFundBalancesEOY |
| Mission Description | Saint Leo University is a Catholic, liberal arts-based university serving people of all faiths. Rooted in the 1,500-year-old Benedictine tradition, the University seeks balanced growth in mind, body and spirit for all members of its community. On its home campus and many extension centers, Saint Leo University offers a practical, effective model for life and leadership in a challenging world, a model based on steadfast, moral consciousness that recognizes the dignity, value and gifts of all people. To accomplish its mission, the university community creates a student-centered environment in which love of learning is of prime importance. Members of the community are expected to examine and express their own values, listen respectfully to and respond to the opinions of others, serve the community in which they live, welcome others into their lives and care for all of God's creations. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 91321586 | Expense |
| Grants | 12763668 | Grants |
| Revenue | 114419497 | Revenue |
| Description | Saint Leo University provides a conventional on-campus college education as well as extension programs including military education and other continuing education courses. See attached facts sheet regarding enrollment, degree programs and locations of the university campus, numerous other facilities, and military bases at which the university operates. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7307163 | Expense |
| Revenue | 11358696 | Revenue |
| Description | Auxiliary enterprises of the university provide certain customary services such as housing, food service, and various student activities for the benefit of the students of the university. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | University Profile: Facts and Figures - Fall 2009 Locations and Enrollment Saint Leo University enrolls students at the traditional University Campus, 17 regional education centers, and the Center for Online Learning. University-wide, Saint Leo enrolls students from all 50 states and 53 countries. Saint Leo University ranks as one of the nation's ten leading providers of higher education to the military and is a nationally recognized leader in online education. Total Enrollment (Fall 2009) 14,339 University College University Campus 1,744 Saint Leo, Florida California San Diego Center 21 MCAS Miramar Naval Base Coronado Naval Station San Diego USCG Alameda Office Florida Gainesville Center 499 Stark Office Key West Center 127 Lake City Center 227 Trenton Office MacDill AFB Center 409 Avon Park Office Hillsborough Community College Office South Shore Office St. Petersburg Office Northeast Florida Center 222 NS Mayport Office Orange Park Office Palatka Office St. Augustine Office Ocala Center 416 Lake Sumter Office Tallahassee Center 125 Madison Office Eglin Office Georgia Atlanta-Fort McPherson Center 836 Atlanta Police Academy Office NAS Atlanta Office Gwinnett Office Savannah Center 369 Mississippi Columbus Center 49 South Carolina Shaw Center 267 Charleston Office Sumter Office Texas Naval Station Ingleside Center 154 NAS Corpus Christi Office Virginia Fort Eustis Center 464 Fort Lee Center 167 Langley AFB Center 781 South Hampton Roads Center 1,425 Chesapeake Office Naval Air Station Oceana Office Naval Amphibious Base Little Creek Office Naval station Norfolk Office Weekend and Evening Program 278 University Campus Brooksville Office New Port Richey Office Center for Online Learning 3,195 Graduate Programs 2,398 Graduate Students Undergraduate Students Online Consortium of Independent Colleges and Universities 141 Criminal Justice Institute 16 Faculty and Staff: Total Faculty 975 Full-Time Faculty 151 Terminal Degrees (full-time faculty) 135 Adjunct Faculty (currently active) 824 Total Staff 450 Full-Time Staff 413 Part-Time Staff 37 Student-Teacher Ratio (UC) 15:1 Athletics More than 275 athletes participate in the NCAA Division II athletics at the university. Saint Leo is a member of the Sunshine State Conference, the Deep South Conference (lacrosse), and the Bluegrass Mountain Conference (swimming). Men's Sports - basketball, cross country, golf, tennis, soccer, baseball, swimming, and lacrosse. Women's Sports - basketball, cross country, golf, tennis, softball, soccer, volleyball, and swimming. Alumni Saint Leo University's alumni number more than 60,000 and live throughout the 50 states, four U.S. territories, and 60 countries. Tuition University College (per year) $16,996 School of Continuing Education (per credit) Civilian Centers $237 Military Centers $168 Center for Online Learning Corporate (non-military) $440 Active Military $250 Graduate Programs (per credit) $369 MBA Online (corporate) $589 MBA Online (military) $448 Schools and Majors Students enrolled at Saint Leo University may choose from 41 academic programs including associate, bachelor's, and master's degree programs, along with pre-professional and accelerated-learning programs. School of Arts and Sciences " Biology (School of A&S - Cont'd) " English " Environmental Science " History " International Studies " Liberal Studies " Mathematics " Medical Technology " Political Science " Psychology " Sociology " Theology / Religion School of Business " Accounting " Business Administration " Communication Management " Computer Information Systems " Health Care Management " Human Resources Management (School of Business - Cont'd) " International Hospitality and Tourism Management " Management (offered only at University Campus) " Marketing (offered only at University Campus) " Sport Business (offered only at University Campus) School of Education and Social Services " Criminal Justice " Elementary Education (K-6) " Human Services Administration " Middle Grades Education (5-9) " Social Work Degree Programs " Associate of Arts " Bachelor of Arts " Bachelor of Applied Science " Bachelor of Science " Bachelor of Social Work " Master of Arts (Degree Programs - Cont'd) " Master of Business Administration " Master of Education " Master of Science " Master of Science " Master of Social Work " Education Specialist Accreditation Saint Leo University is accredited by the Commission on Colleges of the Southern Association of Colleges and Schools (1866 Southern Lane, Decatur, Georgia) to award the associate, bachelor's, master's, and specialist's degrees. Saint Leo University's School of Business received initial accreditation by the International Assembly for Collegiate Business Education (IACBE) in September 1999. The university's degree program in social work is accredited by the Commission on Accreditation of the Council on Social Work Education (BSW level). The university's undergraduate sport management program is nationally approved by the Sport Management Program Review Council (SMPRC. Saint Leo University has Teacher Education Programs approval by the State of Florida Department of Education. Saint Leo University is licensed by the Nonpublic Postsecondary Education Commission organized under the Georgia Department of Education. Saint Leo University's Shaw Center is licensed by the South Carolina Commission on Higher Education. The State Council of Higher Education in Virginia (SCHEV) has certified Saint Leo University to operate in Virginia (Fort Eustis Center, Fort Lee Center, Langley Center, and South Hampton Roads Center. (Accreditation - Cont'd) Saint Leo University does not discriminate on the basis of race, color, national origin, age, gender, disability, or veteran status in administration of its educational policies, admission policies, scholarship and loan programs, athletic and other school-administered programs. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 98628749 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 79 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2483 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Frank Mezzanini | NamePerson |
| Telephone Number | 3525888215 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6665 | AddressLine1 |
| City | Saint Leo | City |
| State | FL | State |
| ZIP Code | 33574 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Sr Roberta Bailey OSB | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Noel Boeke | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Cynthia Brannen | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| William J Lennox Jr | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Robert Buckner | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Marvin Mulligan | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Sheila McDevitt | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Glen Greenfelder | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Peter Powers | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Shelley Broader | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Douglas Cohn | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Anthony Gerbino | |||||||
| CHAIRMAN | 4.0 | X | 0 | 0 | 0 | ||
| Mary OKeefe | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| John Bermingham | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Edward Kobel | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Father Robert F Morris | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Donald Tapia | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Michael Lombardy | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Paul Lehner | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Thomas Schrader | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| John View | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Adelfa Lopez | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Nadeem Mazhar | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Robert Cabot | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Thomas OBrien | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Victor Burke | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Father Isaac Camacho OSB | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Dennis Hayes | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Dr David Hernandez | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Jacquelyn White | |||||||
| Current Trustee | 40.0 | X | 102470 | 0 | 49411 | ||
| Thamir AR Kaddouri Jr | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Anthony Borrell | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Alfredo Molina | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| William Pope | |||||||
| Current Trustee | 4.0 | X | 0 | 0 | 0 | ||
| Pat Thompson | |||||||
| SECRETARY | 4.0 | X | 0 | 0 | 0 | ||
| Arthur F Kirk | |||||||
| President | 60.0 | 581751 | 0 | 86213 | X | ||
| Francis Mezzanini | |||||||
| VP BUSS AFFAIRS/CFO/TREASURER | 60.0 | 198950 | 0 | 67232 | X | ||
| Edward Dadez | |||||||
| VP - STUDENT SERVICES | 60.0 | 218547 | 0 | 43782 | X | ||
| David Ostrander | |||||||
| VP - ADVANCEMENT | 60.0 | 186034 | 0 | 39858 | X | ||
| Maribeth Durst | |||||||
| VP - ACADEMIC AFFAIRS | 60.0 | 185362 | 0 | 59625 | X | ||
| Michael Nastanski | |||||||
| DEAN | 60.0 | 171286 | 0 | 61025 | X | ||
| Gary Bracken | |||||||
| VP - STUDENT FINANCIAL SVCS | 60.0 | 211619 | 0 | 38676 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1856019 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 445822 | TotalOtherCompensation |
| Number Individuals GT100 K | 59 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Lunz Prebor Fowler Architects | |||||
| 58 Lake Morton Dr | LAKELAND | FL | 33801 | Architect | 1033046 |
| Paskill Stapelton Graphics | |||||
| One Roberts Ave | GLENSIDE | PA | 19038 | Graphics Firm | 715756 |
| A and G Electrical | |||||
| 35230 Abbot Charles Rd | DADE CITY | FL | 33525 | Contractor | 364935 |
| Ernst and Young | |||||
| PO Box 933514 | ATLANTA | GA | 31193 | Auditors | 238600 |
| Springer Peterson Roofing | |||||
| PO Box 1648 | EATON PARK | FL | 33840 | Contractor | 189335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Government Grants | 1720978 | GovernmentGrants |
| All Other Contributions | 4443561 | AllOtherContributions |
| Noncash Contributions | 94735 | NoncashContributions |
| Total Contributions | 6164539 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611430 | 114419497 | 114419497 |
| SALES OF AUXILIARY ENTERPRISES | 611710 | 11347738 | 11347738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 125767235 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 513697 | TotalRevenueColumn |
| Exclusion | $513,697 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 82964 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 56433 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 26531 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26531 | TotalRevenueColumn |
| Exclusion | $26,531 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3331904 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3238168 | Securities |
| Other | 8867 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93736 | Securities |
| Other | -8867 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84869 | TotalRevenueColumn |
| Exclusion | $84,869 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44317 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 78098 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 128852 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -84535 | TotalRevenueColumn |
| Exclusion | -$84,535 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| POOL MEMBERSHIP | 713940 | 10958 | 10958 | |
| ALL OTHER REVENUE | 900099 | 2616096 | $2,616,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2627054 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135099390 | TotalRevenueColumn |
| Related Or Exempt Function Income | 125767235 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10958 | UnrelatedBusinessRevenue |
| Exclusion | $3,156,658 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12763668 | Total |
| Program Services | 12763668 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809749 | Total |
| Management And General | 809749 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43249352 | Total |
| Program Services | 36808227 | ProgramServices |
| Management And General | 5151978 | ManagementAndGeneral |
| Fundraising | 1289147 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1543526 | Total |
| Program Services | 1311997 | ProgramServices |
| Management And General | 216094 | ManagementAndGeneral |
| Fundraising | 15435 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4858975 | Total |
| Program Services | 3551577 | ProgramServices |
| Management And General | 1051600 | ManagementAndGeneral |
| Fundraising | 255798 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3693675 | Total |
| Program Services | 3205644 | ProgramServices |
| Management And General | 385772 | ManagementAndGeneral |
| Fundraising | 102259 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54060 | Total |
| Management And General | 54060 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175250 | Total |
| Management And General | 175250 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76859 | Total |
| Management And General | 76859 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29798169 | Total |
| Program Services | 27469065 | ProgramServices |
| Management And General | 2151338 | ManagementAndGeneral |
| Fundraising | 177766 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1450775 | Total |
| Program Services | 1234702 | ProgramServices |
| Management And General | 210315 | ManagementAndGeneral |
| Fundraising | 5758 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4134040 | Total |
| Program Services | 2728154 | ProgramServices |
| Management And General | 1247372 | ManagementAndGeneral |
| Fundraising | 158514 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731142 | Total |
| Program Services | 91458 | ProgramServices |
| Management And General | 631884 | ManagementAndGeneral |
| Fundraising | 7800 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2184530 | Total |
| Program Services | 1977822 | ProgramServices |
| Management And General | 189522 | ManagementAndGeneral |
| Fundraising | 17186 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1410574 | Total |
| Program Services | 1154282 | ProgramServices |
| Management And General | 187783 | ManagementAndGeneral |
| Fundraising | 68509 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340122 | Total |
| Program Services | 265882 | ProgramServices |
| Management And General | 66457 | ManagementAndGeneral |
| Fundraising | 7783 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1230854 | Total |
| Management And General | 1230854 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4242233 | Total |
| Management And General | 4242233 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623110 | Total |
| Management And General | 623110 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Entertainment | 820922 | 670434 | 94145 | 56343 |
| Credit Card Fees | 799284 | 563768 | 232656 | 2860 |
| Educational Material | 690774 | 690774 | ||
| Dues/Subscriptions | 441846 | 175657 | 207159 | 59030 |
| All other expenses | 4344955 | 3965638 | 198766 | 180551 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120468444 | Total |
| Program Services | 98628749 | ProgramServices |
| Management And General | 19434956 | ManagementAndGeneral |
| Fundraising | 2404739 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9302504 | BOY |
| EOY | 25224552 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2072890 | BOY |
| EOY | 5060762 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10500807 | BOY |
| EOY | 6060719 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373040 | BOY |
| EOY | 332000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625287 | BOY |
| EOY | 559134 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31307 | BOY |
| EOY | 54238 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3953972 | BOY |
| EOY | 1135598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 109610946 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36091611 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72742661 | BOY |
| EOY | 73519335 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7962304 | BOY |
| EOY | 8878405 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2654372 | BOY |
| EOY | 2716315 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 551104 | BOY |
| EOY | 418500 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1140532 | BOY |
| EOY | 1354965 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111910780 | BOY |
| EOY | 125314523 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8974379 | BOY |
| EOY | 8193260 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1442138 | BOY |
| EOY | 1665204 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767758 | BOY |
| EOY | 782033 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33033957 | BOY |
| EOY | 32091489 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114265 | BOY |
| EOY | 119167 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44332497 | BOY |
| EOY | 42851153 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55562166 | BOY |
| EOY | 66648475 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5602262 | BOY |
| EOY | 9283692 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6413855 | BOY |
| EOY | 6531203 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67578283 | BOY |
| EOY | 82463370 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111910780 | BOY |
| EOY | 125314523 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 492065 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5217908 | BeginningOfYearBalance |
| Contributions | 176951 | Contributions |
| Investment Earnings Or Losses | 272511 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 190709 | GrantsOrScholarships |
| End Of Year Balance | 5476661 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5102435 | BeginningOfYearBalance |
| Contributions | 51737 | Contributions |
| Investment Earnings Or Losses | 255122 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 191386 | GrantsOrScholarships |
| End Of Year Balance | 5217908 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2303379 | OtherCostOrOtherBasis |
| Book Value | 2303379 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59139258 | OtherCostOrOtherBasis |
| Depreciation | 12738638 | Depreciation |
| Book Value | 46400620 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19986388 | OtherCostOrOtherBasis |
| Depreciation | 12655217 | Depreciation |
| Book Value | 7331171 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28181921 | OtherCostOrOtherBasis |
| Depreciation | 10697756 | Depreciation |
| Book Value | 17484164 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 73519334 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deposits held for others | Description |
| Amount | $119,167 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 119167 | TotalOfAmounts |
| Total Revenue | 135099390 | TotalRevenue |
| Total Expenses | 120468444 | TotalExpenses |
| Excess Or Deficit For Year | 14630946 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 254142 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 254142 | TotalAdjustments |
| Excess Or Deficit Per FS | 14885088 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 124898252 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 254142 | NetUnrealizedGainsInvestments |
| Other Revenues | -10511713 | OtherRevenues |
| Revenue Not Rptd F990 | -10257571 | RevenueNotRptdF990 |
| Revenue Subtotal | 135155823 | RevenueSubtotal |
| Other Revenues Not Included | -56433 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -56433 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 135099390 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 110013164 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 56433 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 56433 | ExpensesNotRptdF990 |
| Expenses Subtotal | 109956731 | ExpensesSubtotal |
| Other Expenses Not Included | 10511713 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10511713 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 120468444 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Fine Art Work / Endowment Funds | Sch D Part III / Sch D Part V | ART WORK: The majority of the art work are prints by Yankel Ginzburg. The art work is exhibited throughout the campus buildings. ENDOWMENT: The majority of the Endowment is for the purpose of providing scholarships. Other endowments are for items such as library materials and service trips. |
| SCHEDULE D, PART XII - RECONCILIATION OF REVENUE PER AUDITED FINANCIAL | STATEMENT WITH REVENUE PER RETURN: | Line 2D: UNIVERSITY FUNDED SCHOLARSHIP ALLOWANCE -10,511,713 LINE 4B: RENTAL EXPENSE -56,433 |
| SCHEDULE D, PART XIII - RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL | STATEMENTS WITH EXPENSES PER RETURN: | LINE 2D: UNIVERSITY FUNDED SCHOLARSHIP ALLOWANCE 10,511,713 Line 4B: RENTAL EXPENSE 56,433 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | Yes, the nondiscriminatory policy ads run in September in newspapers in every University location. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE COLLEGE PARTICIPATES IN NUMEROUS FEDERAL AND STATE PROGRAMS, WHICH ARE LISTED BELOW. THESE PROGRAMS ARE AUDITED ANNUALLY IN ACCORDANCE WITH RELATED REGULATIONS. STUDENT FINANCIAL ASSISTANCE U.S. DEPARTMENT OF EDUCATION: FEDERAL PELL GRANT PROGRAM FEDERAL WORK STUDY PROGRAM FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS FEDERAL DIRECT STUDENT LOAN PROGRAM FEDERAL PERKINS LOAN PROGRAM ACADEMIC COMPETITIVENESS GRANT NATIONAL SCIENCE & MATHEMATICS ACCESS TO RETAIN TALENT GRANT BYRD HONORS SCHOLARSHIP STATE FINANCIAL ASSISTANCE FLORIDA DEPARTMENT OF EDUCATION AND COMMISSIONER OF EDUCATION: FLORIDA RESIDENT ACCESS GRANT FLORIDA STUDENT ASSISTANCE GRANT FLORIDA BRIGHT FUTURES SCHOLARSHIP PROGRAM SCHOLARSHIPS FOR CHILDREN AND SPOUSES OF DECEASED OR DISABLED VETERANS AND SERVICE MEMBERS MINORITY TEACHER SCHOLARSHIP PROGRAM FLORIDA COMMISSIONER OF EDUCATION | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Offer MBA Grad Courses | SpecificServicesProvided |
| Total Expenditures | 0 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES | Identifier |
| Return Reference | Schedule F, Part I, Line 3 | ReturnReference |
| Explanation | SAINT LEO UNIVERSITY WORKS WITH AN AGENT LOCATED IN TAIWAN WHO FACILITATES BUSINESS TRANSACTIONS WITH A BUSINESS SCHOOL IN SINGAPORE. SAINT LEO UNIVERSITY (SLU) ENTERED INTO A PARTNERSHIP WITH LINCOLN BUSINESS SCHOOL (LBS) LOCATED AT 420 NORTH BRIDGE ROAD, #02-20 NORTH BRIDGE CENTRE, SINGAPORE 188727 , WHEREBY SLU GRANTED LBS THE EXCLUSIVE RIGHT TO OPERATE SLU'S MASTERS OF BUSINESS ADMINISTRATION PROGRAM IN SINGAPORE. SLU RECEIVED $61,660 DURING THE YEAR ENDED JUNE 30, 2010 FOR TUITION FEES FROM STUDENTS ENROLLED AT LBS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Spirit St Leo | NameOfEvent1 |
| Gross Receipts Event1 | 34642 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 25642 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 11372 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Alumni Events | NameOfEvent2 |
| Gross Receipts Event2 | 10335 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1650 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 8685 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 51061 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 77438 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 67448 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 9990 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 66419 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 122415 | GrossReceiptsTotal |
| Charitable Contributions Total | 78098 | CharitableContributionsTotal |
| Gross Revenue Total Events | 44317 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 128852 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 128852 | DirectExpenseSummaryEvents |
| Net Income Summary | -84535 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Athletic Scholarships | 198 | 1678701 | ||
| Institutional Merit Scholarships | 2278 | 7632258 | ||
| Endowments Scholarships | 112 | 334606 | ||
| Annual Scholarship | 42 | 36200 | ||
| Institutional Need Based Scholarships | 213 | 397723 | ||
| Other Educ Shlshp - inc employee tuition remission | 563 | 1930978 | Employee Frng Bnfit |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | Individuals requesting any form of financial aid must complete personal financial statements and if they are dependents, they must also provide parental or guardian financial information. Only individuals who are enrolled in the school at the time of disbursements are considered for financial aid. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arthur F Kirk | |||||||||||||
| 317705 | 0 | 196560 | 0 | 67486 | 0 | 67984 | 0 | 18229 | 0 | 667964 | 0 | 0 | 0 |
| Francis Mezzanini | |||||||||||||
| 152950 | 0 | 46000 | 0 | 0 | 0 | 51900 | 0 | 15332 | 0 | 266182 | 0 | 0 | 0 |
| Edward Dadez | |||||||||||||
| 160881 | 0 | 45000 | 0 | 12666 | 0 | 35501 | 0 | 8281 | 0 | 262329 | 0 | 0 | 0 |
| David Ostrander | |||||||||||||
| 161034 | 0 | 25000 | 0 | 0 | 0 | 28063 | 0 | 11795 | 0 | 225892 | 0 | 0 | 0 |
| Maribeth Durst | |||||||||||||
| 155362 | 0 | 30000 | 0 | 0 | 0 | 52495 | 0 | 7130 | 0 | 244987 | 0 | 0 | 0 |
| Michael Nastanski | |||||||||||||
| 158186 | 0 | 12500 | 0 | 600 | 0 | 51828 | 0 | 9197 | 0 | 232311 | 0 | 0 | 0 |
| Gary Bracken | |||||||||||||
| 156879 | 0 | 50000 | 0 | 4740 | 0 | 27272 | 0 | 11404 | 0 | 250295 | 0 | 0 | 0 |
| Jacquelyn White | |||||||||||||
| 102470 | 0 | 0 | 0 | 0 | 0 | 38424 | 0 | 10987 | 0 | 151881 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Return Reference | FORM 990, SCHEDULE J, PART I, LINE 1B | ReturnReference |
| Explanation | DR. ARTHUR KIRK HAS THE FOLLOWING TAXABLE ALLOWANCES: LIFE, DISABILITY LT CARE INSURANCE 3,232 HOUSING ALLOWANCE 30,000 PERSONAL FINANCIAL SERVICES 4,500 AUTOMOBILE ALLOWANCE 9,750 SOCIAL CLUB DUES 7,131 SPENDING ACCOUNT 12,873 THE HOUSE ALLOWANCE IS FOR KEEPING DR. KIRK'S HOUSE OPEN FOR UNIVERSITY FUNCTIONS. EDWARD DADEZ HAS THE FOLLOWING TAXABLE ALLOWANCES: LOANS-FORGONE, DEBT FORGIVENESS 12,666 MICHAEL NASTANSKI HAS THE FOLLOWING TAXABLE ALLOWANCES: SOCIAL CLUB DUES 600 Form 990, Schedule J, Part I, Line 6a A performance review is conducted annually for each executive at Saintt Leo University. The contribution to organizational performance of each executive is documented and evaluated for a reasonable amount of incentive compensation based on the market practices. Incentive compensation is determined as a percentage of surplus or net revenues of the University. ARTHUR F. KIRK 196,560 FRANCIS MEZZANINI 46,000 EDWARD DADEZ 45,000 DAVID OSTRANDER 25,000 MARIBETH DURST 30,000 MICHAEL NASTANSKI 12,500 GARY BRACKEN 50,000 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|
| Higher Educational Facilities Financing Authority | |||||
| 900058227 | 2006-09-29 | 10000000 | STUDENT RESIDENTIAL BUILDINGS | false | false |
| Pinellas County Educational Facilities Authority | |||||
| 596000800 | 2007-06-15 | 1950000 | REFUND MORTGAGE/STUDENT HOUSING | false | false |
| Higher Educational Facilities Financing Authority | |||||
| 942567020 | 2009-12-31 | 21450000 | SEE SCHEDULE O | false | false |
| Higher Educational Facilities Financing Authority | |||||
| 942567020 | 2010-05-13 | 22000000 | EDUCATIONAL FACILITIES | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10000000 | 0 | 0 | 0 | 50000 | 0 | 9950000 | 2007 | false | false | true | true |
| 1950000 | 0 | 0 | 0 | 54253 | 0 | 1895747 | 2007 | true | false | true | true |
| 21450000 | 0 | 21246849 | 0 | 203151 | 0 | 0 | 2009 | false | false | true | true |
| 22000000 | 0 | 0 | 0 | 216078 | 0 | 0 | 2011 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| (no name) | |||||
| true | true | false | false | false | true |
| Regions Bank | |||||
| false | true | true | false | false | true |
| (no name) | |||||
| true | true | false | false | false | true |
| (no name) | |||||
| true | true | false | false | false | true |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Dr Arthur F KirkJr | ||||||
| - See Schedule O | X | $264,000 | 264000 | false | true | true |
| Dr Edward W Dadez | ||||||
| - See Schedule O | X | $68,000 | 68000 | false | false | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 332000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14733 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Chiller | 1 | 75000 | Cost/Selling Price |
| X | Other Misc Assets | 3 | 5002 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M - Supplemental Information | Identifier |
| Explanation | THE NUMBERS IN PART I, COLUMN (B) REFLECT THE NUMBER OF CONTRIBUTIONS. IN SOME CASES THERE WERE MULTIPLE ITEMS IN ONE CONTRIBUTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Explanation | FORM 990, PART IV, QUESTION 4 LOBBY ACTIVITIES SAINT LEO IS A MEMBER OF ICUF (INDEPENDENT COLLEGES AND UNIVERSITIES OF FLORIDA). SAINT LEO PAYS ANNUAL DUES, OF WHICH A PORTION IS ALLOCATED TO LOBBYING LAWMAKERS IN THE STATE OF FLORIDA AND WASHINGTON DC. THE DUES ARE BASED ON ICUF'S LOBBYING EXPENSES FOR 28 COLLEGES AND UNIVERSITIES. SAINT LEO'S PORTION IS 1/28 OF THE TOTAL AMOUNT. SAINT LEO DOES NOT INFLUENCE OR CONTROL THE ISSUES ICUF LOBBIES, HOWEVER, THE ISSUES THAT ARE IMPORTANT TO ICUF MEMBERS ARE WHAT THE ORGANIZATION GENERALLY WILL LOBBY FOR/AGAINST. ACCORDING TO ICUF, NO LOBBYING EXPENSES WERE INCURRED DURING REPORTING YEAR 2009. PART V, LINE 4B SIGNATURE AUTHORITY OVER ON A FINANCIAL ACCOUNT IN A FOREIGN COUNTRY FOREIGN BASED INVESTMENTS WERE PART OF THE 2514 INVESTMENT FUND IN THE CAYMAN ISLANDS WHICH WAS AN ALTERNATIVE INVESTMENT PARTIALLY INVESTED IN OFF SHORE ENTITIES. AS OF JULY 2010 SAINT LEO UNIVERSITY HAS COMPLETELY DIVESTED THE 2514 AND HOLDS NO FOREIGN INVESTMENTS. FORM 990, PART VI, QUESTION 2 DESCRIPTION OF RELATIONSHIPS GARY BRACKEN (VP OF ENROLLMENT) STARTED A COMPANY WITH BRENDA WRIGHT (AVP OF STUDENT FINANCIAL SERVICES) AND BOTH LEFT THE UNIVERSITY DURING THE FISCAL YEAR ENDING JUNE 30, 2010. FORM 990, PART VI, QUESTION 11A DESCRIBE THE PROCESS USED BY MNGMNT &/OR GOVERNING BODY TO REVIEW 990 THE BOARD WILL RECEIVE A "FINALIZED" DRAFT COPY OF THE 990 AHEAD OF THE FEBRUARY BOARD MEETINGS. DURING THE BOARD MEETING THE MANAGEMENT TEAM WILL BRIEFLY DISCUSS AND DESCRIBE THE 990 AND WILL TAKE COMMENTS AND QUESTIONS RELATED TO THE DRAFT. AFTER THE FEBRUARY BOARD MEETING SAINT LEO UNIVERSITY WILL SUBMIT THE 990 TO THE IRS. FORM 990, PART VI, QUESTION 15A OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN THE UNIVERSITY HIRES AN INDEPENDENT CONSULTANT TO REVIEW AND MAKE RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION PACKAGE BASED ON INDUSTRY, TRENDS, ETC. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DECIDES WHAT THE PRESIDENT'S COMPENSATION WILL BE AFTER REVIEWING THE CONSULTANT'S WORK AND RECOMMENDATION. FORM 990, PART VI, QUESTION 15B OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL SALARIES AND BASES THEIR REVIEW ON SALARY TRENDING AND OTHER COMPENSATION RELATED INFORMATION. The process is used to establish compensation for the following offices and positions: University President Vice President of Academic Affairs Vice President of Continuing Education and Student Services Vice President of Business Vice President of Enrollment Vice President of University Advancement Associate Vice President for Technology Services University General Counsel Associate Vice President of Business Dean of Business Dean of Arts and Sciences Dean of Education and Social Services Director of the Center for Online Learning Saint Leo University compensation policy is approved annually by the Board of Director and was last undertaken in October 2010. FORM 990, PART VI, QUESTION 19 AVAIL OF GOV DOCS, CNFLCT OF INTRST POLICY, & FIN STMTS TO GEN PUBLIC SAINT LEO UNIVERSITY WILL PROVIDE COPIES OF THE POLICIES AND DOCUMENTS UPON WRITTEN REQUEST. SCHEDULE K, PART I, LINE C, COLUMN F DESCRIPTION OF PURPOSE REFUND SEPTEMBER 29, 1999 - PASCO CO. EDUCATIONAL FACILITY AUTHORITY REVENUE BONDS, SERIES 1999 REFUND NOVEMBER 19, 2002 - HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY REVENUE BONDS, SERIES 2002 REFUND NOVEMBER 12, 2004 - HIGHER EDUCATIONAL FACILITIES FINANCING AUTHORITY REVENUE BONDS, SERIES 2004 SCHEDULE K, PART II, LINE 1, COLUMNS A B C D PROCEEDS FROM ALL BOND ISSUES WERE KEPT IN NON-INTEREST BEARING ACCOUNTS UNTIL EXPENDITURES MADE. SCHEDULE K, PART II, LINE 7, COLUMN D NO EXPENDITURE OF PROCEEDS WERE MADE BETWEEN MAY AND FISCAL YEAR-END JUNE 30, 2010. SCHEDULE K, PART II, LINE 8, COLUMN D THE BUSINESS SCHOOL ON THE SAINT LEO UNIVERSITY CAMPUS SHOULD BE SUBSTANTIALLY COMPLETED BY AUGUST/SEPTEMBER 2011. SCHEDULE K, PART IV, LINE 3C, COLUMN B TERM OF HEDGE THE NOTIONAL AMOUNT OF $21,837,000 AT A FIXED RATE OF 2.79% AND THE NOTIONAL AMOUNT OF $1,882,386 AT A FIXED RATE OF 2.64% SCHEDULE L, PART II DR. ARTHUR F KIRK JR - PRESIDENT THE PURPOSE OF THE SECURED BENEFIT PLAN IS TO ATTRACT AND RETAIN QUALIFIED EMPLOYEES BY SHARING OWNERSHIP OF AN INSURANCE POLICY ON THE ELIGIBLE INDIVIDUAL'S LIFE PAID FOR BY THE EMPLOYER. DR. KIRK IS THE FIRST OWNER OF THE POLICY AND SAINT LEO UNIVERSITY IS THE SECOND OWNER. AT THE TERMINATION OF THE POLICY OR PAYMENT OF DEATH BENEFITS THE UNIVERSITY RECOVERS ALL ITS COST IN THE LIFE INSURANCE POLICY. SCHEDULE L PART II - DR. EDWARD W. DADEZ - VP STUDENT SERVICES The loan to Dr. Dadez is an agreement that Saint Leo University entered so that they were able to retain his specialty and knowledge dealing with our military and civilian centers. The loan has a repayment provision that protects Saint Leo's interests. | Explanation |